Deena Katz’s Complete Guide to Practice Management

Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice.<br /> <br /> To create this book, Katz updated, revised, and combined her two acclaimed books <i>Deena Katz on Practice Management</i> (1999) and <i>Deena Katz’s Tools and Templates for Your Practice</i> (2001).<br /> <br /> In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm.<br /> <br /> This new volume offers guidance on practice-management issues: <ul> <li>setting up an office</li> <li>systems and technology</li> <li>administration and staffing</li> <li>marketing</li> <li>growing as the market changes</li> <li>hanging on to clients for the long term</li> <li>succession planning when the time comes</li> </ul> <p>This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. <br /> <br /> From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.</p>